Women in Finance Awards 2019 – Finalist Accountant of the Year
Brooke Hepburn-Rogers has been named a finalist in the Women in Finance Awards for Accountant of the Year.
Tag Archives: SMSF Adviser
On 1 July 2019 your insurance cover may be changing!
In February this year, the Government passed legislation which prevents trustees of APRA-regulated funds from providing insurance to members with inactive superannuation accounts, unless a member has directed otherwise.
It is a common practice for many individuals with an SMSF to also have a secondary APRA-regulated fund which provides them with insurance.
Stellar Super Pty Ltd and Brooke Hepburn-Rogers have been shortlisted for SMSF and Accounting Awards 2018
The adviser and firm from Canberra are officially in the running to take home 4 awards at the prestigious SMSF and accounting event of the year.
Stellar Super joins the roster of finalists to win SMSF Firm of the Year at the SMSF and Accounting Awards 2018. The first-of-its-kind, the nationwide industry event recognises state-based performance in SMSF and accounting professions across Australia.
Brooke Hepburn-Rogers is a finalist to win:
– SMSF Adviser of the Year
– SMSF Accounting Professional of the Year – Metro
– SMSF Specialist Accountant of the Year
Women in Finance Awards 2018
Brooke has been shortlisted, the second year running, for the prestigious Women in Finance Awards, partnered by NAB, and is in the running to take out one of Australia’s top industry awards, for SMSF Adviser of the Year.
In its second year, the Women in Finance Awards, which covers 28 categories, highlights the outstanding work of women within financial services and puts them on a national stage to support the continuing growth and development of women in the financial arena.
The winners will be announced at a black-tie awards dinner on Thursday, 20 September at The Star, Sydney.
Have you considered what you will do if an unexpected event occurs?
Your SMSF is a long-term plan. Much can happen during this time including illness, incapacity or death of a member.
It is best practice to have contingency plans in place to deal with unexpected events. For example, if a fund member dies, leaving you as the sole member are you happy to continue with the SMSF?
Outlined are some issues to consider planning for as trustees. Leaving the planning to when, and if an event happens may be too late.
End of the financial year – is your SMSF ready?
With the end of the financial year fast approaching, now is the perfect time to ensure everything is in place for your SMSF before 30 June. The following are some superannuation strategies that you might want to know more about to get the best out of your SMSF.
Accountants Daily Australian Accounting Awards 2018
Brooke Hepburn-Rogers and Stellar Super Pty Ltd have been shortlisted for the prestigious Accountants Daily Australian Accounting Awards 2018.
Accountants Daily Australian Accounting Awards 2018
Brooke Hepburn-Rogers and Stellar Super Pty Ltd has been shortlisted for the prestigious Accountants Daily Australian Accounting Awards 2018.
Brooke Hepburn-Rogers and Stellar Super have been shortlisted as a finalist to win 2 awards in the Superannuation Specialist Accountant of the Year and SMSF Firm of the Year at the 2018 Australian Accounting Awards, hosted by Accountants Daily.
Trust deeds in the new SMSF world – Benefit payments and estate planning
The superannuation trust deed, along with the superannuation laws, form the governing rules that a self-managed super fund (SMSF) need to operate by. The introduction of the $1.6 million transfer balance cap (TBC) and new transition to retirement income stream (TRIS) rules are a ‘game changer’ for SMSFs when discussing benefit payments and estate planning. With the new super rules in effect as of 1 July 2017, now is the right time to review if your trust deed needs to be enhanced or amended to deal with the new approaches and strategies you may need to implement.
Crypto Currencies
This is an area that is becoming increasingly discussed within the self-managed superannuation fund (SMSF) environment and we encourage those that are interested in this type of investment contact us first to discuss the implications as there is no ‘one size’ fits all.
Some areas of compliance to review but not limited to, are:
- Separation of assets – An electronic crypto currency wallet is a pre-requisite for purchase, one of the potential issues here is that some providers do not cater for self-managed superannuation fund (SMSF) titles on this wallet. .
- Acquisition from a related party – Ensure that this purchase is made from an independent third party.
- Investment strategy – This will need to be reviewed, and potentially updated, to ensure this is an allowable investment by the Fund.
- Trust Deed – As with your SMSF’s investment strategy, this will need to be reviewed, and potentially updated, to ensure this is an allowable investment by the Fund.
Please note that there are taxation rulings and determinations issue by the Australian Taxation Office (ATO) and capital gains tax rules may apply to the disposal of the asset.
